Strategic shift in business model moving away from custom one-off solutions toward developing perpetually evolving toolsets that benefit all clients indefinitely. When improvements are made to core technologies, all clients using those modules receive updates automatically. This approach enhances client relationships through ongoing value delivery, improves scalability, creates recurring revenue opportunities, and builds compounding institutional knowledge. Focus on leveraging AI capabilities to provide sophisticated functionality while combining human design sensibility with emerging AI tools. Transition from website studio to web app development model with emphasis on 'beautiful business' serving purpose beyond profit maximization. Aspirational collective ownership model for team members where contributors share in long-term value creation. New retainer collaboration model where contributors maintain independent client relationships while working with IRIS, creating symbiotic learning environment. Team members work on backlog of client and internal projects, ensuring consistent work availability and reducing organizational bottlenecks.
Centralized resource hub serving as home base for team and new members. Organizes information by categories like development and design, covering style guides, class naming conventions, tool selection, project organization, and time tracking procedures. Long-term vision includes an AI bot with access to full resource library for conversational Q&A interface, transforming traditional FAQ model into intelligent assistance.
Development of tailorable technology modules that can be mixed and matched for client projects rather than one-off custom builds. Includes 12 core modules: Assessment Systems, Custom Membership, Communication Automations, Online Learning Platforms (LMS), Directory Systems, Intelligent Matching Algorithms, Community Facilitation Tools, Video Conferencing Solutions, Collaboration Management Tools, Time-Aware Toolsets, Parametric Geometric Interfaces, and CRM System Templates. Each module can be fully tailored for clients while allowing technology upgrades to be pushed across all client sites using the system. Development timeline prioritizes different modules throughout 2026, with LMS receiving major focus at start of year. Strategic vision includes cross-platform course delivery, unified user profiles sharing selective data across different community platforms, and automated content synchronization between independent sites creating a 'nervous system' connecting disparate organizations. Ecosystem approach enables offering sophisticated, field-tested solutions at fraction of traditional custom development costs while maintaining ability to tailor experiences to specific client needs.
GitHub-based script library for cross-project reusability and version control. Custom tool registry tracking script deployment across websites. Includes standalone utilities: transcript formatters, animation creators, typography calculators. Claude AI integration for rapid custom JavaScript development. System enables improvements to automatically benefit all clients using shared scripts, supporting the modular platform technology vision.
AI-powered personal task management system that runs locally and integrates with Google Calendar. Features natural language conversations with task lists for day planning, automatic scheduling, dynamic task rearrangement, drag-to-start timers, and visual overdue indicators. Integrated time tracking allows team members to log sessions by project with activity descriptions and duration. Creates visibility into work patterns, project duration, and facilitates resource planning. Dynamic timelines appear throughout the system providing constant awareness of project status relative to deadlines.
Fully automated N8N workflow system processing Zoom transcripts to generate comprehensive meeting artifacts. AI-powered features include speaker-highlighted transcripts, contextual summaries, technical system tags, and intelligent action item creation with context awareness of existing initiatives. Bidirectional Airtable-Webflow sync enables faster updates and advanced automations. Editable action items with assignment tracking across all project meetings. System demonstrates advanced integration between multiple platforms to create seamless documentation workflow. Workflow architecture includes artifact creator that runs manually after meetings pulling from Fireflies, finding people and clients in CMS, retrieving past artifacts for context, formatting everything through prompts with tags and tools lists. Separate agents find initiatives and create images before creating Airtable records. Additional automation updates initiatives and creates action items. Same pipeline automatically generates photorealistic images for client CMS posts without images using Gemini models.
Deep integration and exploration of Mast Framework capabilities for IRIS projects. Mast offers advanced component system with multiple props, direct custom CSS/HTML attributes, nested components with independent variables, built-in Phosphor icon library, and sophisticated style guide featuring CSS variables and clamp-based responsive typography. Custom type scale system uses mathematical ratios (1.25 min, 1.41 max based on √2) for automated scaling where larger screens show more hierarchy differentiation. All font sizes defined as variables for consistent system-wide scaling. Evaluation for use as foundation template for client projects like Cloud Medical WordPress to Webflow migration.
Development of retainer-based collaboration model enabling global talent partnerships with IRIS. System supports contributors maintaining independent client relationships while working on IRIS projects through shared backlog of client and internal work. Features project visibility dashboard, autonomous work selection, and consistent work availability ensuring contributors can work on internal systems (CRM, knowledge base, templates, research) when client projects aren't pressing. Model addresses organizational bottleneck issues by distributing project ownership and creating mutual support pathways. Initial implementation with Siam Khan serving as pilot for broader talent network expansion.
Implementation of Whale Sync as central synchronization layer connecting Airtable, Webflow CMS, and Supabase with real-time bidirectional data flow. Enables managing content in Airtable's superior interface while changes sync instantly to Webflow, combining Supabase authentication capabilities with Webflow's design interface. Creates two-way reference fields automatically when tables connect in Airtable, syncing relationships back to Webflow and Supabase. Addresses challenge of linking modules to courses and lessons to modules with proper two-way references. Allows profile CMS items to sync with Supabase user data for optimal combination of authentication and content management. Foundation for scaling to thousands of users while maintaining design flexibility and data integrity across platforms.
Searchable directory system for Holomovement allowing registration of three profile types (holons, partnerships, other entities) through Airtable forms. MapBox-based geographic visualization with manual latitude/longitude entry (automation planned). All profiles stored as single CMS type on backend. Features editable profiles requiring user authentication so people can log in and update their own information. Includes intelligent matching algorithms recommending connections based on shared interests, locations, and assessment data (e.g. 'connect with Jeff - also into beekeeping in North Carolina'). Search functionality with faceted filtering. Profile information connects to Supabase for authentication while assessment responses become part of user data for matching purposes. Priority shifted from course launch to directory implementation per Holomovement team decision.
AI-powered assessment tool for IRIS website replacing basic contact forms with intelligent client qualification system. New clients complete assessment about what they're building, system generates mockup of possibilities including timeline visualization, cost breakdown, and feature recommendations based on similar work completed for other clients. Provides immediate response helping prospects gauge fit before initial conversation. Extends to ongoing support clients and past clients, directing them through different channels based on needs. When someone shares idea, system references recent work and responds with possibilities, costs, and timelines. Leverages existing meeting automation patterns that already reference model components (community facilitation tools) and technologies (Webflow, Stripe) using shortcodes. Builds on numerology assessment architecture demonstrating form submission triggering n8n automation, AI analysis, and personalized output generation.
Interactive numerology assessment tool for Holomovement platform using alphabet index calculations to generate birth path, core, and destiny numbers. Features live mandala visualization built as users type their name, with colors based on personal numbers. Webflow form submission triggers n8n automation calculating numbers, creating geometric mandala, and generating personalized analysis using Claude with carefully formatted prompts outputting HTML matching page structure. Creates Webflow CMS item for each assessment allowing browsing of different mandalas. Assessment data becomes part of matching algorithms helping people find aligned connections. Foundation for expanded assessment suite including Vedic astrology, gene keys, psychological assessments through partnerships with specialists. Vision includes monthly new assessments with all data feeding intelligent matching recommendations across community and potentially cross-community for users in multiple networks.

Share AI-generated meeting summary and design system links with Sophia
December 23, 2025
Share AI-generated meeting summary, links for design template systems, and knowledge base documentation with Sophia to prepare for UI/UX collaboration starting in January.

Follow up with Elizabeth regarding Brother Thomas memorial plans
December 23, 2025
Discuss memorial ceremony plans for October in Austria, including pilgrimage element in his home region. Review arrangements and coordinate next steps.

Create focused design brief for Sophia covering UI/UX standards
January 5, 2026
Develop brief covering UI/UX standards including padding and margins, color palette strategies, navigation elements, button styles, and overall style guides. Provide clear starting points to avoid overwhelming complexity. Identify which existing interface designs to standardize and roll forward across the system.

Continue developing engagement view and client home area UX
January 15, 2026
Improve user experience of the engagement view and client home area within the Iris Portal system. Focus on clarity, navigation, and interface consistency.

Review AI-generated documentation and shared links
January 3, 2026
Review AI-generated meeting summary, design template systems links, and knowledge base documentation that James will share. Prepare initial observations and questions for design system work.

Explore existing interfaces and develop design observations
January 10, 2026
Review the existing interfaces James demonstrated including portal views, LMS prototype, and various client interfaces. Develop initial design observations and questions to inform design system standards.

Evaluate Mast Framework for Cloud Medical project requirements
January 17, 2026
Assess Mast Framework's component system, typography tools, and template capabilities for WordPress to Webflow migration. Client has prepared content and structure, budget-conscious approach requiring efficient template-based development. Determine if Mast provides appropriate foundation for 2-4 week timeline and $3,000-5,000 budget range.

Review delegation of routine development tasks to Avonne
January 20, 2026
Discuss potential delegation model where Sean focuses on high-value design work ($100/hour) while Avonne handles routine development tasks. Consider for Cloud Medical project and future IRIS collaborations. Evaluate skill fit and project task allocation.

Document Mast typography calculator tool for knowledge base
January 24, 2026
Custom tool built for rapid typography preview and variable generation using mathematical ratios (1.25 min, 1.41 max based on √2). Document functionality, usage, and integration with design system workflow. Add to team resources for future reference.

Explore spatial and temporal visualization alternatives to grid/list interfaces
February 28, 2026
Research and prototype interface concepts moving beyond passive content consumption toward collaborative building. Draw inspiration from gaming's collaborative capabilities applied to professional/community contexts. Consider dynamic, spatial, temporal visualization for project management and community platforms. Connect to 'nervous system' vision for networked organizations.

Define compensation model for tool and system improvement contributions
January 31, 2026
Establish clear framework for compensating Sean and other collaborators for discrete system-building projects on case-by-case basis. Define criteria for what constitutes compensable contribution vs. collaborative enhancement during client work. Connect to aspirational collective ownership model and shared value creation.

Document webhook integration approach for front-end CMS creation
January 31, 2026
Real-time webhook integration enabling front-end CMS item creation without authentication was mentioned as key portal feature. Document technical implementation, security considerations, and reusability for other IRIS projects. Add to GitHub script library.

Identify straightforward starter project for Siam with Loom instructions
January 22, 2026
Create Loom video with context and instructions for first project. Should be clear, well-scoped work that demonstrates IRIS processes and allows Siam to get familiar with the systems and workflow.

Provide Siam with Webflow site access for collaboration
January 22, 2026
Grant Siam access to the IRIS Webflow site so she can begin collaborative development work once starter project is assigned.

Share artifact summary from meeting with Siam
January 21, 2026
Send the AI-generated meeting summary and action items to Siam for her reference and to demonstrate the automated meeting processing system.

Review Loom video and starter project instructions
January 24, 2026

Begin work on assigned starter project
January 31, 2026

Continue developing ecosystem knowledge base and reusable templates
February 28, 2026
Ongoing work to expand the internal knowledge base site with development standards, custom code guidelines, tool documentation, and GitHub repository procedures. Currently has placeholder content requiring expansion as discussed in meeting.

Provide Ivan access to Webflow site, GitHub repository, and n8n automations
January 22, 2026
Grant access to IRIS Webflow site, GitHub repository (specifically Artifact Task Manager JavaScript), and n8n automation setup so Ivan can review existing field editing implementation patterns and webhook architecture for profile editing work. Discussed at 01:01:00-01:02:00.

Review Webflow field editing scripts and n8n automation architecture
January 25, 2026
Study existing front-end editing implementation for action items including webhook integration, record ID handling, and CMS update patterns. Review n8n automation that handles multiple functions through single webhook, splitting for different use cases. Understand workarounds for finding and storing record IDs. Determine if implementation approach can be replicated for profile editing or if James should handle directly. Discussed at 59:12-01:02:00.

Implement editable profile fields with Supabase authentication
February 5, 2026
Build profile editing functionality requiring users to be logged in and only able to edit their own profiles. Connect fields to Supabase for most fluid approach. Apply patterns from existing action item editing implementation (click edit, modify content, click save, webhook sends to n8n, updates CMS, sends confirmation back without page refresh). Ensure proper authentication and authorization. Discussed at 58:32-01:01:00.

Create people CMS post type for profile design work
January 24, 2026
Set up people CMS collection in Webflow for designing profile pages and interfaces. Foundation for editable profile implementation. Mentioned at 58:32.

Upgrade Webflow plan to increase record limits for syncing
January 25, 2026
Increase Webflow plan tier to support higher CMS record limits needed for Whale Sync integration with Airtable and Supabase. Required before setting up two-way reference connections. Mentioned at 24:30.

Set up Whale Sync connection between Airtable and Supabase for two-way references
February 1, 2026
Configure Whale Sync to create automatic two-way reference fields when tables connect in Airtable, syncing relationships back to Webflow and Supabase. Addresses challenge of linking modules to courses and lessons to modules. Enables combining Supabase authentication with Webflow design interface. Discussed at 22:00-24:40.

Continue developing LMS lesson completion and progress tracking
February 1, 2026
Build on existing lesson completion functionality that stores data in Supabase lesson progress table. Enhance progress tracking features and user experience for navigating courses, modules, and lessons. Current state demonstrated at 17:09 shows users can access courses, navigate to lessons, and mark completion with data storing in Supabase entitlements table for access control.

Integrate Stripe payment functionality for course access
February 15, 2026

Investigate two-way linking solution for course gating between platforms
February 1, 2026
Address challenge of linking modules back to courses and lessons back to modules. Ivan added temporary slug fields in Webflow CMS for references. Solution involves Whale Sync connecting Airtable's automatic two-way reference fields to Webflow and Supabase. Discussed at 21:27-24:40.

Evaluate React architecture vs Webflow for project management system
February 15, 2026
Assess whether to continue building project management system in Webflow with extensive custom JavaScript or rebuild as full React app. Consider whether Webflow serves primarily as UI generator or provides platform value. Weigh benefits of React's integrated approach for loading user data from Supabase vs Webflow's design interface. Explore hybrid approach serving some pages through Webflow and others through React (possibly account page on subdomain). Decision impacts template offering to clients and internal tool development. Discussed at 04:24-11:21.

Build new client assessment tool for IRIS website
March 1, 2026
Create AI-powered assessment replacing basic contact form that asks about what prospects are building and generates mockup of possibilities with timeline visualization, cost breakdown, and feature recommendations. System references similar work completed for other clients to provide immediate response helping gauge fit. Extend to ongoing support clients and past clients with different channels based on needs. Build on numerology assessment architecture and existing meeting automation patterns. Discussed at 47:43-49:46.